Old Bridge Flexi Cap Fund
Old Bridge Mutual Fund · Flexi Cap · Regular plan, growth option
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -4.8% | -5.6% |
| 3 months | -2.4% | -3.0% |
| 6 months | 8.9% | 9.3% |
| Year to date | n/a | -3.5% |
| 1 year | n/a | -0.9% |
| 3 years (CAGR) | n/a | 9.7% |
| 5 years (CAGR) | n/a | 8.7% |
| 7 years (CAGR) | n/a | 13.3% |
| 10 years (CAGR) | n/a | 12.0% |
| Since first NAV (CAGR) | 7.8% | – |
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 10.0% |
| 3Y rolling median | n/a | 15.0% |
| 3Y rolling worst | n/a | -4.0% |
| 3Y periods positive | n/a | 99% |
| 3Y periods ahead of benchmark | n/a | 41% |
| 5Y rolling median | n/a | 14.6% |
| 5Y rolling worst | n/a | 0.8% |
| 5Y periods ahead of benchmark | n/a | 14% |
Benchmark: Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return).
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 15.6% |
| Sharpe ratio | n/a | 0.29 |
| Sortino ratio | n/a | 0.41 |
| Beta | n/a | 0.96 |
| Alpha (ann.) | n/a | 1.1% |
| Upside capture | n/a | 99.18 |
| Downside capture | n/a | 97.41 |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −6.4% | −30.0% |
| Maximum drawdown, last 10Y | n/a | −36.7% |
| Maximum drawdown, last 5Y | n/a | −20.5% |
| Current drawdown | −6.4% | −7.2% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
This scheme invests mainly in the market below, which is also close to how many of them are benchmarked. Where that market stands today:
- P/E 21.6: higher than 9% of days since 2022 (median 23.5)
- 1Y −3.9% · 3Y +8.9% p.a. · 5Y +8.6% p.a. (index fund NAV, after costs)
- −9.3% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
The Regular plan's expense ratio is 3.06% a year and the Direct plan's 1.56%, a gap of 1.50%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹30,97,512.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
- 1 Oct 2026: TER reduced from 3.12% to 3.06% (AMFI TER disclosure)
| Fund manager | Role | Managing since |
|---|---|---|
| Kenneth Joseph Andrade | Primary | n/a |
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 3.06% | 2.19% |
| AUM, whole scheme (₹ crore) | 451 | 4,704 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: BSE 500 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Flexi Cap Regular plans; how it is calculated.
- What is the latest NAV of Old Bridge Flexi Cap Fund?
- The NAV of the Regular plan (growth option) was ₹10.7900 on 1 Oct 2026, as published by AMFI.
- Which category is Old Bridge Flexi Cap Fund in?
- It is classified as Flexi Cap in AMFI's daily NAV file; a Flexi Cap scheme invests at least 65% in equities without fixed limits across company sizes. MFIC compares it with 46 Flexi Cap schemes (Regular plans).
- What was the largest fall in Old Bridge Flexi Cap Fund's NAV?
- The largest peak-to-trough fall in its available history was 6.4%.
- What is the expense ratio (TER) of Old Bridge Flexi Cap Fund?
- The total expense ratio of the Regular plan is 3.06% a year, as disclosed to AMFI (median of Flexi Cap Regular plans: 2.19%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Old Bridge Flexi Cap Fund?
- Assets under management of the whole scheme were ₹451 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Old Bridge Flexi Cap Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- Who manages Old Bridge Flexi Cap Fund?
- According to its Scheme Summary Document, Old Bridge Flexi Cap Fund is managed by Kenneth Joseph Andrade.
- What is the exit load of Old Bridge Flexi Cap Fund?
- As stated in its scheme documents: If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment – Nil Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Old Bridge Flexi Cap Fund?
- The minimum application amount is Rs. 5000/-. SIP details: SIP - Rs. 1000/-, SWP - Rs. 1000, STP - For (Daily,weekly,fortnightly,Monthly)- Rs. 1000/-, For Quarterly - Rs. 3000/-.
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